金融分析师职位描述模板
The role of a Financial Analyst is very dependent on the type of organization that the job is for. Generally speaking, as the name implies, they are expected to garner insight and assist decision making through undertaking a quantitative analysis of company financial data.
受到领先品牌和初创公司的信任
The role of a Financial Analyst is dependent on the type of organization that the job is ultimately for. 在金融服务公司的背景下, analysts are expected to perform extensive modeling and projections on the investment activities of the firm. 向更加企业化的产品/服务环境发展, analyst roles are more widespread and involved within the general accounting responsibilities of ongoing operations.
A great financial analyst is someone that combines diligence, vision, and excellent numerical skills. 这取决于你选择的职业道路, an analyst will hold (or be studying toward) either external accountancy (ACA/CIMA) or investment (CFA) accreditations as ongoing learning to augment their skill set.
An effective financial job description clearly lists the functions that the role is expected to perform. In addition, 以确保相关类型的申请人参与, it should cogently describe the career path taken to date of someone with the skills most appropriate for the role.
金融分析师职位描述模板
复制此模板，并将其修改为自己的模板:
Company Introduction
写一段简短而醒目的关于你公司的描述. Make sure to provide information about the company’s culture, perks, and benefits. Mention office hours, 远程工作的可能性, and everything else that you think makes your company a compelling career choice.
Job Description
作为集团财务规划团队的财务分析师, you will be extremely visible across all functions and have significant exposure to the finance leadership team and the other divisional managers. In this group role, 你将成为准备董事会报告的主要利益相关者, 每周现金流状况, 以及对投资组合的监控. The role will give you a strong understanding of the key risks and opportunities facing a business that is expanding rapidly, making it an excellent platform to make a significant contribution to the business.
You will have experience working in a financial planning team and an understanding of the opportunities and challenges of working in a group function. 这是一个瞬息万变的角色. 你需要一个积极的态度, 接受新挑战的能力, 较强的分析能力, 对细节的高度关注.
Responsibilities
- 在董事会月度报告过程中发挥关键作用. 这将在很大程度上侧重于KPI跟踪和预算绩效.
- Assist FP&A function with monthly accounting processes by documenting new business activities and translating operational models into the accounting process flow.
- 跟踪每周现金流状况，并与产生收入的部门合作, treasury, 投资者关系团队预测未来的动向和需求.
- Appraise new investment/business opportunities from a financial perspective and augment their respective project teams.
- 定义和跟踪业务的关键成功指标和kpi, 与其他部门合作解决这些问题.
- Establish market intelligence reporting on the competitive dynamics of our markets and distribute insights in a monthly and actionable manner.
- 为更广泛的分发构建交互式报告和仪表板. 有Tableau工作经验者优先考虑.
- Assist the investor relations team with key financial deliverables and ad hoc requests.
Skills
- 会计或金融专业本科以上学历.
- Qualified accountant (CIMA/ACCA/ACA) with demonstrable commercial experience of 3+ years.
- 熟练掌握Office办公软件, specifically in Excel, macros, data analysis, and pivot tables.
- 丰富的财务报表建模经验.
- 有财务系统工作经验.g.、Sage、SAP、Oracle EBS).
- 解决问题的能力，无论是自主还是在团队中.
- 平易近人和自信的性格类型, 能适应不同的组织环境.
- 高度的诚信和天生的承担责任的愿望.
Toptal金融专家最近的金融分析文章
如何聘请优秀的财务分析师
No longer are financial analysts siloed off on their own, simply reviewing statements. These days, whether a company is seeking fireproof financials or trying to understand an adverse market trend, 金融分析专家现在被放在前台和中心. Matching financial needs to the right expert can be daunting but this guide lays out the best skills to look for.
Read Hiring Guide现在就聘请一名顶级金融分析师
Toptal hand-matches top companies with freelance financial analysts and consultants. Hire a freelance financial analyst from Toptal to solve your critical finance challenges and support rapid and scalable business growth.
See Their Profiles
Evan Fisher
Evan is a former investment bank VP offering a simple value prop: better-than-Wall-Street quality documents and advice at a fraction of the price. 他的工作使顶级投资者向中小企业投资了超过50亿美元, including a16z, SoftBank, Tiger, and more. He has sat in every seat at the boardroom table as a director, shareholder, executive, and advisor. 埃文喜欢帮助企业做计划, refine their strategies, 为公司行动做好准备, 磨练他们的融资方式.
Show More
Carlos Barrozzi
Carlos, a CFA Charterholder, has extensive investment banking and principal investing experience at BofA Merrill Lynch and Resiliens Capital. He has advised and invested in $4+ billion of equity and credit investments across both North America as well as emerging markets. 他通过咨询来结识有吸引力的投资者, managers, and entrepreneurs while leveraging his financial expertise to drive value across a variety of unique business problems.
Show More
George Mathew
George has worked on M&A, IPO, and fixed income transactions with a cumulative deal value of $20+ billion at renowned Wall Street banks including Salomon Brothers and Morgan Stanley. A Fulbright scholar, George is active in the fintech startup sector and was on the management committee of Houston’s largest independent bank. At Toptal, he enjoys refining business models and optimizing financing structures to maximize flexibility and profitability.
Show More
Aleksey N. Krylov, CFA
Aleksey曾在上市公司和风投支持的私营公司担任首席财务官. As an investor, he contributed to 25+ private equity deals that have deployed $500 million. 他曾为50多个客户提供过融资1美元的建议.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. Aleksey enjoys working with officers of early-stage and mature small-cap firms, 他做自由职业者是因为这能让他接触到各种各样的公司.
Show More
Juba Tsuladze
Juba is the founder of angioClast, a Cambridge-based biotech startup focused on cancer research. Before entrepreneurship, 朱巴是一位经验丰富的首席财务官，拥有多个行业的经验和项目经验, ranging from an equity sale of a $150 million telecom company to a $50 million hotel business turnaround. 他加入了Toptal网络，解决各种FP问题&A, M&A、收购和战略分析挑战.
Show More
Bertrand Deleuse
Bertrand是一位拥有25年财务经验的资深人士，拥有真正的360度经验, 作为投资银行家的磨练, venture advisor, project developer, CFO, 国际仲裁专家证人顾问. He has advised and partnered on over 100 transactions and investment initiatives totaling over $16 billion. Bertrand is a seasoned problem solver and decision-maker with expert facilitation skills. Bertrand advises on M&A、企业发展、风险成长、项目开发、融资.
Show More在Toptal网络中发现更多的金融分析师
Start HiringToptal Connects the Top 3% 世界各地的自由职业人才.
加入Toptal社区.